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Schwab Emerging Markets Equity ETF

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+37
Holders Change %
+5.48%
% of All Funds
11.49%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
58
Calls
$1.68M
Puts
$71K
Net Calls
+$1.61M
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Shares
Change %
CMP
126
Courage Miller Partners
Virginia
$4.57M +$64.5K +2,724 +1%
AWM
127
Avior Wealth Management
Nebraska
$4.38M +$351K +14,822 +9%
PWMG
128
Pioneer Wealth Management Group
Texas
$4.35M +$4.35M +183,829 New
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.34M +$4.34M +183,322 New
SLT
130
St Louis Trust
Missouri
$4.27M
SC
131
Savant Capital
Illinois
$4.23M -$859K -36,290 -17%
Bank of America
132
Bank of America
North Carolina
$4.2M -$1.59M -67,196 -27%
ULWM
133
Upper Left Wealth Management
Florida
$4.15M -$154K -6,504 -4%
MSFS
134
Main Street Financial Solutions
Pennsylvania
$4.14M +$221K +9,322 +6%
WPC
135
Wedmont Private Capital
Pennsylvania
$4.08M +$3.29M +131,879 +417%
PAG
136
Private Advisor Group
New Jersey
$4.06M +$3.59M +172,272 +758%
OFP
137
OLIO Financial Planning
Virginia
$4.03M +$1.16M +48,862 +40%
CI
138
CX Institutional
Indiana
$4.02M +$4.02M +169,948 New
LA
139
LVW Advisors
New York
$3.99M -$13M -548,277 -77%
AIM
140
AMI Investment Management
Indiana
$3.96M +$43.8K +1,851 +1%
BSW
141
Buckingham Strategic Wealth
Missouri
$3.93M +$58.5K +2,470 +2%
FAG
142
Financial Advisory Group
Texas
$3.91M -$1.45M -61,255 -27%
NFG
143
Nations Financial Group
Iowa
$3.9M -$19.6K -829 -0.5%
TWM
144
Tradition Wealth Management
Minnesota
$3.88M -$299K -12,639 -7%
SWA
145
Sightline Wealth Advisors
Connecticut
$3.83M -$3.88K -164 -0.1%
WAM
146
Wakefield Asset Management
Colorado
$3.82M -$17.9K -755 -0.5%
LPIC
147
LeJeune Puetz Investment Counsel
Michigan
$3.81M +$176K +7,423 +5%
PA
148
Parallel Advisors
California
$3.79M -$1.08M -45,831 -22%
PP
149
PrairieView Partners
Minnesota
$3.72M -$215K -9,100 -5%
NHC
150
Nicholas Hoffman & Company
Georgia
$3.7M +$2.77M +117,068 +297%